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Quicken Classic for Windows
File Conversion and Backup (Windows)
Is there a way to export the Categories to CSV or Tab Delimited File
AMP61
I am running Quicken Home & Business 2020 version R28.15 and have an extensive Category list and I was looking for a way to export it to a CSV or Tab Delimited format so I could better review everything as I look to consolidate some of the categories
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Accepted answers
Chris_QPW
Bring up the Category List and type Ctrl+P (or hit the printer icon).
Select Export to:
From here you have two choices, either tab-delimited (Excel compatible) disk file
But the one I prefer is: .PRN (123-compatible) disk file
This second one is actually a .CSV file, all you need to do is make sure when saving it you end the file name with .CSV.
The reason I prefer the .CSV is because it opens in Excel without and prompting, whereas for a tab delimited file you have to punch through Excel's making sure what the delimitator is.
All comments
Chris_QPW
Bring up the Category List and type Ctrl+P (or hit the printer icon).
Select Export to:
From here you have two choices, either tab-delimited (Excel compatible) disk file
But the one I prefer is: .PRN (123-compatible) disk file
This second one is actually a .CSV file, all you need to do is make sure when saving it you end the file name with .CSV.
The reason I prefer the .CSV is because it opens in Excel without and prompting, whereas for a tab delimited file you have to punch through Excel's making sure what the delimitator is.
studpup
Yes! I love a good challenge, here's what I found:
Tools / Category List, click the printer in the lower left corner. Choose Quicken PDF Printer. Click Print. Type in a name, saving the PDF somewhere on your computer
Open the PDF file (mine defaults to Chrome pdf viewer), control-a to select everything (or use mouse to select portions), control-c to copy to clipboard.
Paste into your favorite application/spreadsheet/notepad, or whatever you have in mind. Mine got page numbers headers, so had to delete those. Alternately, select and copy one page at a time to avoid the header info.
Chris_QPW
Studpup
said:
Yes! I love a good challenge, here's what I found:
If you want a real challenge try printing/saving to a file the renaming rules!
AMP61
Ok, thank you Chris_QPW. I spent way to much time looking through the screens and completely missed this one!! . . . more Coffee!!
Thanks again and awesome quick response with a simple solution!!
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